Assistant Manager - Operations | Wealth Management

About Prospurts

Prospurts Consulco is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 950 crore across 400+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate client specific solutions.

We take pride in being counter-cultural in the sense that we take a different approach than our industry in most things including an annuity driven approach instead of a transactional business that earns us an upfront income. We aim to bring a holistic impact in our clients lives, which is why we also started Prospurts Wellness Program one year ago ensuring physical and mental wellbeing as well.

We are a boutique setup with a strong and dedicated team from a rich educational and professional background. Currently, we are looking for an operations manager to join our team in the next phase of our growth.

Job Description / Responsibilities:

• To coordinate with clients to complete formalities for setting up their investment and other related accounts.
• To help client complete their investment related transactions.
• To take care of the back office and liaison with other partners for operations related work.
• To work on MIS and other internal data related to business.
• Follow up with the clients for pendencys and fulfilling their requirement.
• Updating the Advisors on the client portfolio and assist them in resolving their queries.
• Filling in the required documents for compliance.
• To ensure each and every client gets best possible service.

Desired profile of the candidate

• Must be a Graduate with good communication skills.
• Basic computer knowledge (MS Office, Emailing)
• Knowledge of Mutual Fund/Wealth management industry is preferred.
• Experience of 0-1 years in same and allied industry.
• Freshers with good academic background can also apply.

What is in it for you?

Opportunity to work in a boutique setup involving multifaceted assignments.

End-to-end learning of personal wealth management practices.

Platform to interact with various stakeholders in the industry to deepen your understanding and knowledge.

Runway to kick start your career in the wealth management industry with a long-term view.

If interested, please share your resume at jobs@prospurts.com.

Location: Prospurts has offices in Gurgaon and New Delhi. This role is specifically for Gurgaon location - MG Road, Very Close to MG Road Metro Station.